Strategic Financial Planner & Advisor

Sanlam; Gqeberha; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, focused on building strong relationships with financial advisors and clients. The role involves delivering professional financial advice, planning and suitable products to clients while achieving sustainable business targets.

You will undertake client needs analyses, present compliant solutions, and nurture long-term relationships within a compliant framework to drive ongoing advisory revenue.

Qualifications

• Knowledge of financial advisory practices.
• Ability to manage client portfolios and needs analyses.
• Understanding of budgeting and revenue targets.
• Experience with regulatory compliance and risk management.
• Proficient in financial planning and product recommendations.

Responsibilities

• Provide professional financial advice and planning to new and existing clients.
• Aim for sustainable high-quality business in line with targets.
• Maintain long-term client relationships and loyalty to the Sanlam brand.
• Conduct client fact-finding, needs analysis and documentation.
• Present compliant financial solutions and disclose information as required.
• Generate leads, attend meetings, and convert opportunities into sales.

Skills

Financial advice

Client management

Budgeting

Compliance

Financial planning

Education

FAIS Fit and Proper eligibility (FSCA)

Regulatory Examination completed

Grade 12

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa, focused on building strong relationships with financial advisors and clients. The role involves delivering professional financial advice, planning and suitable products to clients while achieving sustainable business targets.

You will undertake client needs analyses, present compliant solutions, and nurture long-term relationships within a compliant framework to drive ongoing advisory revenue.